Allen Mooney & Barnes Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
4,079
-12
| -0.3% | -$961 | 0.05% | 126 |
|
|
2025
Q1 | $294K | Sell |
4,091
-58
| -1% | -$4.16K | 0.05% | 129 |
|
|
2024
Q4 | $291K | Sell |
4,149
-28
| -0.7% | -$1.97K | 0.05% | 131 |
|
|
2024
Q3 | $236K | Sell |
4,177
-497
| -11% | -$28.1K | 0.04% | 140 |
|
|
2024
Q2 | $278K | Buy |
4,674
+107
| +2% | +$6.36K | 0.05% | 134 |
|
|
2024
Q1 | $259K | Sell |
4,567
-497
| -10% | -$28.2K | 0.05% | 143 |
|
|
2023
Q4 | $249K | Buy |
+5,064
| New | +$249K | 0.05% | 142 |
|
|
2022
Q2 | – | Sell |
-5,122
| Closed | -$248K | – | 155 |
|
|
2022
Q1 | $248K | Buy |
+5,122
| New | +$248K | 0.06% | 135 |
|